The Sales pipeline dashboard provides a clear view of your current sales pipeline, helping you track property status, offer progression, and expected revenue across your branches.
You can view properties at each stage of the sales lifecycle, from Available through to Exchanged.
Note
We’re gradually replacing Alto’s Classic reports with the more insightful and flexible Analytics
Reports in Analytics are organised into dashboards. Each dashboard contains multiple tabs, with each tab displaying a collection of reports (charts, KPIs, and tables).
Accessing the Sales pipeline dashboard
- Click Reports on the main navigation bar
- In the dropdown menu, click Analytics
- Click the Sales pipeline dashboard
Once your dashboard is open, you can click the ellipsis (three dots) in the top right hand corner to:
- Present dashboards in a clear, visual format for meetings
- Schedule reports to be sent automatically to your inbox or team
Plus, you can hover over a chart, KPI, or table and click the ellipsis (three dots) in the top right hand corner to:
- View underlying data to explore and export detailed information
What does this dashboard show?
The Sales pipeline dashboard provides a structured view of your sales data, allowing you to:
- View property status across the full sales lifecycle (Available to Exchanged)
- Monitor offer progression and pipeline movement
- Analyse property values and projected fees
- Track how long properties are taking to progress through the pipeline
- Compare performance across branches
When would I use this dashboard?
You might use the Sales pipeline dashboard to:
- Check what properties are currently Available or Under Offer
- Monitor how quickly properties are progressing through the pipeline
- Review expected fees from your current pipeline
- Identify properties that may be taking longer to sell
- Compare performance across branches
Tabs within this dashboard
Available
Shows properties currently on the market, with an Available or Under Offer Available or Marketing status.
- Available properties - Shows the total number of properties available on the market
- Projected fee £ - Shows the total fees expected on properties that are currently available
- Average fee % - Shows the average commission percentage for all available properties
- Average days on the market - Shows the average number of days your available properties have been on the market
- Average asking price - Shows the average asking price of your available properties
- Pending offers - Shows how many offers have not yet been accepted or rejected on your available properties
- Table breakdown of available properties - Shows the details of all of your available properties, including a link to each property record
Under offer
Shows properties with a current Under Offer status.
- Under offer properties - Shows how many of your properties have an agreed offer
- Average agreed offer price - Shows the average value of accepted properties for all of your properties under offer
- Total agreed offer price - Shows the total value of all accepted offers for your properties currently under offer
- Projected fee £ - Shows the value of sale fees expected on properties under offer
- Average fee % - Shows the average sale fee percentage on properties under offer
- Average days to offer accepted - Shows the average time properties were on the market until an offer was agreed
- Table breakdown of under offer properties - Shows the details of all of your under offer properties, including a link to the property record
Exchanged
Shows properties with a current Exchanged status.
- Exchanged properties - Shows the total number of properties with a status of exchanged
- Average exchanged price - Shows the average sale price of properties with an exchanged status
- Total exchanged price - Shows the total sale price of all properties with an exchanged status
- Projected fee £ - Shows the projected total sale fees for properties with an exchanged status
- Average fee £ - Shows the average fee amount on properties with an exchanged status
- Average fee % - Shows the average sale fee percentage on properties with an exchanged status
- Average days to exchange - Shows a graph detailing the average number of days a property was at each status for each branch
- Table breakdown of exchanged properties - Shows the details of all of your exchanged properties, including a link to the property record
Branch comparison
Compares sales performance across branches.
- Available properties per branch - Shows the total number of available properties on the market for each branch, broken down by status
- Average days on the market per branch - Shows the average time available properties have been on the market, broken down by branch
- Average fee % per branch - Shows the average commission on properties currently available as a percentage of the sale value, broken down by branch
- Projected fee £ per branch - Shows the total fees expected on currently available properties, broken down by branch
- Total exchanged and value per branch - Shows the total sale price of properties with an exchanged status , broken down by branch
- Average days to exchange - Shows a graph detailing the average number of days a property was at each status for each branch
- Average fee £ and % at exchange per branch - Shows the average fee in pounds and as a percentage of the property value for exchanged properties, broken down by branch
- Projected fee £ per branch - Shows the value of sale fees on properties with an exchanged status for each branch
Did you know...
You can learn more about the different features of Alto Analytics on Alto Skills - click here to find out about our standard Analytics features or click here for advanced Analytics
If you have other questions about Analytics, you can book a 30 minute Q&A session here with one of our Solutions Specialists to find out more
-
Related Help Centre articles that you may find useful.
-
Related e-Learning/video training as part of Alto Skills. Alto Skills offers self-paced digital learning in the form of skills.